Waterfront Wealth Inc.

Position in C — Citigroup Inc

CIK 1775210 OVERLAND PARK, KS

Position in C

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,232,222

+$421,065 QoQ

Shares Held

15,949

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,020

of 2,621 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterfront Wealth Inc. holds $6,436,807 across 4 Banks - Diversified names. C ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,082	$2,645,481
2	C	Citigroup Inc This page	15,949	$2,232,222
3	BAC	Bank Of America Corp /De/	18,239	$1,039,258
4	SAN	Banco Santander, S.A.	37,670	$519,846

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,232,222	15,949	-0.1%	Shares	Sole	2026-07-30
2026-03-31	$1,811,157	15,970	+27.2%	Shares	Sole	2026-04-30
2025-12-31	$1,465,509	12,559	-42.5%	Shares	Sole	2026-01-27
2025-09-30	$2,215,136	21,824	-30.3%	Shares	Sole	2025-11-06
2025-06-30	$2,664,170	31,299	-0.2%	Shares	Sole	2025-08-04
2025-03-31	$2,226,459	31,363	-1.3%	Shares	Sole	2025-04-25
2024-12-31	$2,235,727	31,762	+1.0%	Shares	Sole	2025-02-03
2024-09-30	$1,969,521	31,462	+14.3%	Shares	Sole	2024-10-31
2024-06-30	$1,746,482	27,521	+2.6%	Shares	Sole	2024-08-01
2024-03-31	$1,696,729	26,830	+35.4%	Shares	Sole	2024-05-13
2023-12-31	$1,019,335	19,816	+2.3%	Shares	Sole	2024-01-31
2023-09-30	$796,605	19,368	+48.1%	Shares	Sole	2023-11-09
2023-06-30	$601,973	13,075	+76.1%	Shares	Sole	2023-07-28
2023-03-31	$348,111	7,424	-1.3%	Shares	Sole	2023-04-19
2022-12-31	$340,265	7,523	+0.0%	Shares	Sole	2023-01-31
2022-09-30	$313,441	7,522	+6.2%	Shares	Sole	2022-11-02
2022-06-30	$325,885	7,086	+1.0%	Shares	Sole	2022-07-25
2022-03-31	$374,494	7,013	+0.0%	Shares	Sole	2022-05-13
2021-12-31	$423,454	7,012	+8.7%	Shares	Sole	2022-02-14
2021-09-30	$452,590	6,449	-0.8%	Shares	Sole	2021-11-02
2021-06-30	$459,733	6,498	+0.0%	Shares	Sole	2021-08-04
2021-03-31	$472,656	6,497	+0.0%	Shares	Sole	2021-04-23
2020-12-31	$400,543	6,496	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.